TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

137 hedge funds and large institutions have $821M invested in US Treasury 3 Month Bill ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+48
Holders Change %
+53.93%
% of All Funds
2.18%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
58
Increased
54
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$224M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$36.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$36.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$21.6M

Top Sellers

1
MFS
1
Madrona Financial Services
Washington
$0
2
SEA
2
Stegent Equity Advisors
Texas
$3.85M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$244K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$2.14M +$1.64M +32,808 +328%
WF
52
Wayfinding Financial
Washington
$1.82M +$1.82M +36,360 New
VAG
53
VisionPoint Advisory Group
Texas
$1.74M +$643K +12,849 +59%
WI
54
WBI Investments
New Jersey
$1.66M -$37.2K -743 -2%
1IA
55
1834 Investment Advisors
Wisconsin
$1.61M – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.61M +$1.59M +31,813 +10,604%
GBWM
57
Granite Bay Wealth Management
New Hampshire
$1.46M +$1.46M +29,244 New
PWM
58
Perigon Wealth Management
California
$1.38M -$41.6K -830 -3%
BCA
59
Bay Colony Advisors
Massachusetts
$1.31M +$1.31M +26,122 New
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$1.25M -$80.7K -1,611 -6%
FAM
61
Formidable Asset Management
Ohio
$1.23M +$754K +15,060 +159%
AAS
62
Avantax Advisory Services
Texas
$1.14M +$486K +9,716 +75%
PA
63
PFG Advisors
Arizona
$1.11M +$1.11M +22,211 New
KPWS
64
Kestra Private Wealth Services
Texas
$1.08M +$1.08M +21,618 New
GAA
65
Global Assets Advisory
Florida
$1.07M +$1.07M +21,450 New
SF
66
Synovus Financial
Georgia
$1.07M +$756K +15,103 +239%
AI
67
Atria Investments
North Carolina
$1.03M +$12.7K +254 +1%
AWM
68
AE Wealth Management
Kansas
$997K +$738K +14,733 +285%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$935K +$935K +18,677 New
HW
70
Hamilton Wealth
California
$930K -$218K -4,354 -19%
CF
71
Centaurus Financial
California
$790K +$268K +5,357 +51%
BCM
72
Brookstone Capital Management
Illinois
$760K +$760K +15,195 New
PTC
73
Private Trust Company
Ohio
$724K +$724K +14,453 New
GIA
74
Gladstone Institutional Advisory
Florida
$713K – – –
MCC
75
Money Concepts Capital
Florida
$694K +$234K +4,680 +51%
1 2
3
4 5